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Advanced Micro Devices vs. Intel: What the Revenue Trajectories of These Artificial Intelligence Companies Tell Investors
['Robert Izquierdo', 'The Motley Fool', 'July', 'Min Read']
Yahoo Finance
Advanced Micro Devices: Consistent Top-Line Revenue ExpansionAdvanced Micro Devices (NASDAQ:AMD) primarily generates revenue by developing x86 microprocessors, graphics processing units, and custom system-on-chip components for original equipment manufacturers, public cloud service providers, and independent distributors.
Intel: Defending Its Top-Line Revenue BaselineIntel (NASDAQ:INTC) primarily generates revenue by designing central processing units, discrete graphics processing units, networking components, and wafer fabrication services for original equipment manufacturers and cloud service providers.
Comparing Quarterly Revenue for Advanced Micro Devices and IntelQuarter (Period End) Advanced Micro Devices Revenue Intel Revenue Q2 2024 (June 2024) $5.8 billion $12.8 billion Q3 2024 (Sept. 2024) $6.8 billion $13.3 billion Q4 2024 (Dec. 2024) $7.7 billion $14.3 billion Q1 2025 (March 2025) $7.4 billion $12.7 billion Q2 2025 (June 2025) $7.7 billion $12.9 billion Q3 2025 (Sept. 2025) $9.2 billion $13.7 billion Q4 2025 (Dec. 2025) $10.3 billion $13.7 billion Q1 2026 (March 2026) $10.3 billion $13.6 billionData source: Company filings.
Foolish TakeTracking the revenue trends for Advanced Micro Devices (AMD) and Intel reveals that AMD's sales are steadily catching up to the veteran semiconductor chipmaker over time.
This is a surprising development considering AMD was once known for high-end graphics processing units (GPUs) for video games while Intel was the dominant force behind the personal computing boom.